About this role
ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES at Cresset Capital. Location: Dallas, Texas, United States. Role: supporting clients, managing accounts, coordinating transactions Requirements: Bachelor's in finance/business/accounting,2+ years financial services experience,strong attention to detail,professionalism,proficiency with Microsoft Office; familiarity with Salesforce and Addepar a plus. Category: Business Operations Seniority: Entry Level Tools: Microsoft Office, Salesforce, Addepar Commitment: Full Time Workplace: Onsite Languages: English